ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,426 | -2.9% | 5,414 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $381,579 | +9.9% | 5,414 | -0.4% | 0.10% | +5.2% |
| Q1 2023 | $347,178 | +9.2% | 5,434 | 0.0% | 0.10% | +4.3% |
| Q4 2022 | $317,889 | +14.8% | 5,434 | +13.5% | 0.09% | +2.2% |
| Q3 2022 | $277,000 | -3.1% | 4,789 | +1.1% | 0.09% | +1.1% |
| Q2 2022 | $286,000 | -21.0% | 4,736 | 0.0% | 0.09% | -14.4% |
| Q1 2022 | $362,000 | -8.6% | 4,736 | 0.0% | 0.10% | -7.1% |
| Q4 2021 | $396,000 | +13.1% | 4,736 | 0.0% | 0.11% | +1.8% |
| Q3 2021 | $350,000 | +2.0% | 4,736 | +0.4% | 0.11% | +1.9% |
| Q2 2021 | $343,000 | +11.7% | 4,716 | 0.0% | 0.11% | +3.8% |
| Q1 2021 | $307,000 | +2.0% | 4,716 | 0.0% | 0.10% | -5.5% |
| Q4 2020 | $301,000 | +10.7% | 4,716 | +300.0% | 0.11% | -2.7% |
| Q3 2020 | $272,000 | +23.1% | 1,179 | +10.7% | 0.11% | +11.9% |
| Q2 2020 | $221,000 | +7.3% | 1,065 | 0.0% | 0.10% | +14.8% |
| Q4 2019 | $206,000 | – | 1,065 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |